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Technology Stocks : Micron Only Forum

MU 263.29

+4.3%

3:18 PM EST

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To: DJBEINO who wrote (40702)	11/5/1998 2:32:00 PM
From: Carl R.	Read Replies (1) of 53903

So the Koreans will all be profitable this quarter? MU will be too. Remember, they are the low cost producer. <VBG> If not for the TI deal, I think that they would make a very sizable profit with improving yields due to the shrink to .21 combined with stronger pricing. By my rough calculation they should do about $200-250 million better this quarter than last, and perhaps better if they are selling a lot of chips on the spot market. Even the TI part of the company will fare better with higher prices, but I have no idea how many write offs MU will take. Carl

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